Buy out DSV, not DB Schenker
Premium mantra
Take it top-down.
To understand why what follows is very relevant, both to private equity and logistics, click to expand the table below and consider that we have now almost reached…
… a watershed moment; similar to the one we witnessed in the leveraged loan market in terms of debt issuance, when the UK’s Alliance Boots buyout bank funding, after gaining early traction in the sell-down to other lenders by the bookrunners, was pulled, and then rethought, ahead of the Great Crisis almost ...
What next for Maersk, MSC and the other alliances?
Ocean rates ex-Asia under pressure, while PSSs return to the transatlantic
Maersk's extra insurance offer for boxes just 'another money-spinner'
Capacity control by the biggest carriers will prevent rates tumbling further
Bullish MSC continues to strengthen its fleet for life after the 2M
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